Hoowla is a cloud-based case management and practice management system built for UK law firms, providing tools to manage matters from instruction through to completion across multiple practice areas. The platform combines workflow automation, document handling, client communication, and integrated legal accounting in a single environment.
Key features and functions include:
Case and Matter Management Matters are managed centrally with task lists, deadline tracking, and pipeline visibility across the firm. Fee earners can access case information and documents from any location via the cloud-based platform.
Workflow Automation and Custom Workflows Configurable workflows automate case progression, task assignments, and follow-on actions. Practice-area-specific workflows are available for conveyancing, family law, probate, litigation, personal injury, and immigration matters.
Document Management and Automation Document templates with conditional logic generate pre-filled legal letters and forms automatically using case data. The system supports automatic completion of standard property transaction forms including TA6, TA10, and TR1.
Client Portal A secure online portal provides clients with real-time access to case status, document upload and download, digital signing, and direct communication with their legal team. The portal is available as a native feature or as a standalone add-on.
Legal Accounting Integrated office and client accounting tools support client ledger management, bank reconciliation, trust accounting, time recording, and automated billing. Reporting includes profit and loss, trial balance, and aged debt.
Email Management Integration with Microsoft Outlook and Outlook 365 links case-related emails directly to matters within the platform, supporting team communication tracking.
AML and Compliance Tools Built-in anti-money laundering (AML) checks are available through integration with Confirmly. Role-based permissions, audit trails, and a compliance area support regulatory adherence.
Automated Client Chasing The platform can automatically send reminders to clients for outstanding documents or required actions, reducing manual follow-up.
Integrations and Submissions Direct integrations support SDLT submissions to HMRC, electronic Land Registry applications, Law Society TA forms, and connectivity with search providers including TM Connect and Search Flow.
Quote Calculators Online conveyancing and wills and LPA quote calculators are available for embedding on firm websites, with a panel management option for firms operating referral networks.
Loading...